MassMutual Small Cap Opps R4 (MOORX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

17.71

+0.23 (1.32%)

At close: Oct 15, 2026

Fund Assets	540.43M
Expense Ratio	1.10%
Min. Investment	$0.00
Turnover	40.00%
Dividend (ttm)	0.04
Dividend Yield	0.24%
Dividend Growth	-7.76%
Payout Frequency	Annual
Ex-Dividend Date	Dec 12, 2025

Previous Close	17.48
YTD Return	8.58%
1-Year Return	11.64%
5-Year Return	39.38%
52-Week Low	15.61
52-Week High	19.90
Beta (5Y)	1.33
Holdings	102
Inception Date	Apr 1, 2014

About MOORX

The MassMutual Small Cap Opportunities Fund is a mutual fund designed primarily to invest in common stocks of U.S. small-cap companies. Its primary purpose is to seek capital appreciation by focusing on firms with promising business trends. The fund combines growth and value investment strategies, targeting companies within the market capitalization range similar to the Russell 2000 Index. It aims to diversify its portfolio across various sectors, providing exposure to a broad array of small-cap opportunities. As part of the broader financial market, this fund plays a key role in offering investors a chance to participate in the growth potential of smaller U.S. businesses, which are often more agile and innovative than larger corporations.

Fund Family MassMutual

Category Small Blend

Performance Rating Average

Risk Rating Average

Stock Exchange Nasdaq

Ticker Symbol MOORX

Share Class Class R4

Index Russell 2000 TR

Performance

MOORX had a total return of 11.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.02%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
SWSSX	Schwab	Schwab Small Cap Index Fund	0.04%
FSSNX	Fidelity	Fidelity Small Cap Index Fund	0.03%
FSCRX	Fidelity	Fidelity Small Cap Discovery Fund	0.64%
FSSLX	Fidelity	Fidelity Series Small Cap Core	0.01%
FLXSX	Fidelity	Fidelity Flex Small Cap Index Fund	n/a

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MSOOX	Class I	0.65%
MSCDX	Class R5	0.75%
MSVYX	Service Class	0.85%
MSCLX	Administrative Class	0.95%

Top 10 Holdings

18.89% of assets

Name	Symbol	Weight
Fixed Income Clearing Corp. - FIXED INC CLEARING CORP.REPO	n/a	2.97%
Enpro Inc.	NPO	1.95%
Columbia Banking System, Inc.	COLB	1.92%
OUTFRONT Media Inc.	OUT	1.90%
Kodiak Gas Services, Inc.	KGS	1.86%
AAR Corp.	AIR	1.80%
Zurn Elkay Water Solutions Corporation	ZWS	1.66%
AutoNation, Inc.	AN	1.65%
Cathay General Bancorp	CATY	1.60%
BrightSpring Health Services, Inc.	BTSG	1.57%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 12, 2025	$1.67299	Dec 15, 2025
Dec 12, 2024	$1.56431	Dec 13, 2024
Dec 12, 2023	$0.76365	Dec 13, 2023
Dec 13, 2022	$0.14643	Dec 14, 2022
Dec 13, 2019	$0.06576	Dec 16, 2019
Dec 14, 2018	$1.36772	Dec 17, 2018

Full Dividend History